PCG Dealing and Advisory Head
6 hours ago
Company Description For a Leading Stock Broking and Invesment Advisory Firm with legacy of great performance. Role Description This is a full-time remote position for a PCG Dealing and Advisory Head. The position involves overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing high-quality investment advice to clients. Responsibilities include monitoring market trends, ensuring compliance with financial regulations, maintaining client relationships, and leading a high-performing team. Additionally, this role requires collaborating with internal departments to ensure seamless client experiences and continuously improving service offerings. Qualifications Strong skills in financial advising, market analysis, and portfolio management. Experience with team leadership, mentoring, and performance management. Exceptional communication and client relationship management abilities. Thorough understanding of financial regulations and compliance practices. Proficiency in financial tools, platforms, and market research technologies. A bachelor's degree in Finance, Economics, Business, or a related field is required; an advanced degree or certification (e.g., CFA, CFP) is preferred. Proven experience in a financial advisory or leadership role, preferably within a global IT or financial services organization, is strongly desirable.
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PCG Dealing and Advisory Head
2 days ago
Mumbai, India For a Leading Stock Broking and Investment Firm Full timeCompany DescriptionFor a Leading Stock Broking and Invesment Advisory Firm with legacy of great performance.Role DescriptionThis is a full-time remote position for a PCG Dealing and Advisory Head. The position involves overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing high-quality...
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PCG Dealing and Advisory Head
1 day ago
Mumbai, India For a Leading Stock Broking and Investment Firm Full timeCompany Description For a Leading Stock Broking and Invesment Advisory Firm with legacy of great performance. Role Description This is a full-time remote position for a PCG Dealing and Advisory Head. The position involves overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing...
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PCG Dealing and Advisory Head
7 hours ago
Mumbai, India For a Leading Stock Broking and Investment Firm Full timeCompany DescriptionFor a Leading Stock Broking and Invesment Advisory Firm with legacy of great performance.Role DescriptionThis is a full-time remote position for a PCG Dealing and Advisory Head. The position involves overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing high-quality...
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Head of Financial Performance
6 hours ago
Mumbai, India For a Leading Stock Broking and Investment Firm Full timeCompany Description For a Leading Stock Broking and Invesment Advisory Firm with legacy of great performance. This is a full-time remote position for a PCG Dealing and Advisory Head. The position involves overseeing and managing the Private Client Group (PCG) dealing desk, developing and executing advisory strategies, and providing high-quality investment...
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PCG Sr. Advisor
1 week ago
Chennai, Hyderabad, Mumbai, India KG Engineering And Consultancy Full time ₹ 20,00,000 - ₹ 25,00,000 per yearRole Designation: Sr. Advisor Department: PCG Company: MOFSL Function: Advisory Reporting to: Group Advisory Leader-PCG Location: Hyderabad, Bangalore, Chennai Job Purpose Responsible for ensuring timely delivery of relevant equity advise to the PCG customer segment Key Deliverables 1. Ensure the timely delivery of customized equity advise to ...
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PCG Trainer
5 days ago
Mumbai, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJob PurposeTo design and deliver high-impact training programs that elevate the skills of the Private Client Group (PCG) team to deliver superior wealth management solutions. This role focuses on equipping PCG advisors with comprehensive product knowledge, client relationship strategies, and market insights. The trainer will work closely with business...
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Equity Trading and Advisory Professional, PCG
3 weeks ago
Mumbai, Hyderabad, Bengaluru, India Quick Turtle Full timeJob Description - Trading Dealing in Shares/Stocks/Equities on behalf of clients with 0% dealing error. - Update clients for orders and trade on the recorded line. - Maintain active clients as per the defined norms. - Activate dormant clients. - Ensure resolution of clients query. - Maintain records of business on internal software. - Liaison with branches...
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PCG Trainer
3 days ago
mumbai, India Happy Staffers Full timeRole Designation: Manager/Sr. Manager –Trainer – Private Client GroupDepartment: TrainingFunction: TrainingReporting to: AVP - TrainingLocation: Prabhadevi, MumbaiJob PurposeTo design and deliver high-impact training programs that elevate the skills of the Private Client Group (PCG) team to deliver superior wealth management solutions. This role focuses...
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Advisor PCG
4 days ago
Mumbai, Maharashtra, India Mirus Solutions Private Limited Full time ₹ 88,800 - ₹ 30,00,000 per yearAdvisor – PCGReporting To -Group Advisory Leader – PCGLocation- MumbaiJob PurposeGenerate brokerage by advising HNI/PCG clients on equity portfolios.Manage investment & trading portfolios of existing and new clients.Drive new client acquisition.Handle investment products (IP) along with equity trading.Key DeliverablesDerivative trading.Independently...
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Advisor PCG
4 days ago
Mumbai, Maharashtra, India Mirus Solution Full time ₹ 15,00,000 - ₹ 25,00,000 per yearAdvise HNI/PCG clients on equity & IP Manage portfolios (1 Cr+ book size) Drive client acquisition & trades Derivatives, Equity, Currency & Commodity advisory 5+ yrs exp, MBA/NCFM preferred
